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信托与遗产

概述

本所代理的个人客户群覆盖广泛,包括刚刚开始起财务规划和正在筹划退休事宜及对其商业利益进行处置的那些个人,以及企业、财产受托人和免税机构,处理各种类型的信托与遗产事务,包括遗产规划、遗产税事宜的处理以及解决因家族财富分配而引起的涉及数百万美元标的的争议。
  • With a keen understanding of federal and state income, transfer, and estate taxes and intimate familiarity with traditional and cutting-edge techniques, we provide forward-looking estate, gift and tax planning that focuses on our clients’ financial, business and family needs. Our team also represents individuals and estates in tax controversies, including the settlement of estate and gift tax audits and appeals with federal, state and local taxing authorities.
  • We represent executors, administrators, trustees and beneficiaries in probate and estate and trust administration, not only in situations where our practitioners helped create the estate plan but also in matters where we are called in to advise on discrete, complex administration issues.
  • Our team advises on all U.S. income, estate and gift tax aspects involved in international planning for individuals, families, beneficiaries and trustees.
  • We counsel individuals, families, family offices and corporations on their charitable giving and philanthropic endeavors, including the creation of private foundations and public charities, grant-making activities, tax issues, and disputes surrounding charitable gifts. We also represent nonprofit and tax-exempt organizations in a wide range of regulatory, compliance, transactional and litigation matters.
  • Loeb’s trust and estate litigators combine extensive courtroom experience with in-depth knowledge of trust and probate law and procedures, representing clients in high-stakes will and trust contests, interpretation disputes concerning complex estate planning documents, contested accountings, community property disputes, breach of fiduciary duty claims, and other controversies.

遗产、赠与和收入税规划

我们的信托与遗产业务集中体现了传统意义上的 “遗嘱起草者” 与考虑周详的 “遗产规划者” 之间的区别。我们专注于客户的需求以及他们期望的财富处置方式;对联邦和州就客户拟议的遗产规划征收的收入、转让和遗产税的预期影响进行分析;并通过各种适宜的规划工具和妥善拟定的文件制定和记录遗产规划。我们也协助维护家庭和睦及架构遗产规划以期减少家族内部摩擦并确认各个家庭成员的不同需要和目标。此外,我们也代理个人及遗产处理税务争议的所有重大领域,包括遗产税和赠与税审计的处理以及向美国国税局和州及地方税务部门提出的上诉。

信托与遗产管理

我们代理遗嘱执行人、管理人、受托人和受益人处理遗嘱认证以及遗产与信托管理的各个方面,包括遗产税申报的制备以及就附带封闭型企业重大利益的遗产的遗产税递延过程协助受托人。

国际遗产规划

我们的业务包括就国际规划中所有涉及美国收入、遗产和赠与税的方面向个人、家庭、受益人和受托人提供建议。

为私募股权和对冲基金管理人制定的规划

作为我们全面的业务范围的一部分,在与私募股权和对冲基金管理人合作,旨在就涉及基金附带权益和其他权益的遗产规划应对其特殊挑战方面,我们的律师也拥有专业知识和经验。

慈善赠与和免税机构

我们向私人客户就其所有类型的慈善赠与及慈善事业提供法律顾问服务,涉及私人基金会和公共慈善机构的建立、捐助活动、税务事宜以及有关慈善赠与的争议。

信托与遗产诉讼

在信托和遗嘱认证法律及程序方面,我们的团队也拥有广泛的诉讼经验和深厚的知识功底。我们的业务涵盖信托及遗嘱认证争议的所有方面,包括遗嘱及信托争议、关于复杂遗产规划文件释义问题的争议、带争议的会计结果、共同财产争议和违反信义义务的索赔。我们处理的诉讼事务包括证据开示、动议程序、和解谈判、审判和上诉。

我们理解遗产规划、管理和必要时的诉讼属于敏感并且往往令人厌烦的事务。因此,紧密的律师— 客户关系是处理如此复杂的法律事务并且是特殊的私人事务时的关键。通过沟通与互动,我们耐心聆听客户的观点和目标,以便更好的提供高效和成熟的法律顾问服务、预期法律上的陷阱以及设计防范策略。

Key Contacts